GoHighLevel snapshots are mobile, pre-configured templates of an account setup that make it straightforward and reliable to duplicate campaigns, funnels and even more across tasks. Agencies use snapshots to onboard clients much faster and ensure consistency throughout jobs.
Each snapshot consists of an incorporated set of marketing campaigns, sales funnels, web sites, automation sequences, page templates and other possessions.
Duplicate whole funnels and automations in secs
Snapshots are total back-ups of your HighLevel arrangement, including automations, funnels, pages, landing forms, get in touch with checklists, e-mail campaigns and CRM pipes. Snapshots make transferring total systems between clients easy without the requirement to recreate everything from the ground up; firms can conserve hours by using snapshots as templates throughout client accounts.
To produce a snapshot, log right into your agency view and click “Create New Snapshot”. Supply a clear name for your snapshot prior to picking which account or subaccount it applies to. When finished, the snapshot can be seen under Snapshots category; once shared it can likewise be shared via sending out web links created. Any type of imported snapshots appear under Imported Snapshots group.
GoHighLevel snapshots have a benefit because they’re fully modular; that enables you to utilize simply specific parts while leaving others out – making customization and adjustments much simpler than with even more inflexible snapshots.
Automating essential processes with these snapshots not just automates them however additionally streamlines lead generation procedure and enhances customer relationship management (CRM) to increase scalability and efficiency for much better scalability and efficiency making it possible for users to produce effective marketing strategies concentrated on turning possible customers into paying clients.
HighLevel snapshots use an additional considerable advantage – their convenience in meeting particular industry requirements. For instance, oral snapshots might come pre-loaded with lead capture forms and campaigns supplying cost-free teeth bleaching to brand-new individuals. This offers agencies with the flexibility to customize solutions specifically customized for each client while still continuing to be constant in brand name image and message.
GoHighLevel’s snapshots are highly configurable and can aid your agency increase performance and broaden. By duplicating existing workflows, simplifying complicated automations, onboarding brand-new clients quickly and being centrally located with easy guidelines they are an indispensable possession in achieving development quicker and better than in the past.
Accelerate client onboarding
Are You an Agency Owner or Administrator? HighLevel snapshots make scaling simple, making it feasible to duplicate funnels and automations for numerous clients all at once, hence accelerating outcomes for customers while conserving you time on setup! Snapshots make certain success for every person entailed – agency and customers alike.
Snapshots offer a thorough back-up of an account’s arrangement, including funnels, automations, CRM pipelines, emails/SMS templates/landing pages/custom fields and so on. When imported right into another client account making use of Snapshot ImporterTM they instantly configuration in that account, making onboarding much quicker. This decrease in hand-operated arrangement time makes onboarding even more effective!
To produce a snapshot, browse to the Agency View in GoHighLevel and click ‘Create Snapshot’. After selecting an account as the source for your snapshot, start choosing which parts of its system you would like conserved as part of this snapshot before clicking “Save”; HighLevel will certainly create a portable duplicate that you can after that deploy comparable systems elsewhere GoHighLevel Concrete Stamping Snapshot.
Snapshots can likewise be exported and imported between GoHighLevel accounts, making this an invaluable feature for agencies transferring systems in between clients. As soon as exported, simply import it by clicking ‘Import Snapshot’ switch in Agency View Snapshots area.
HighLevel makes producing snapshots easier than ever before, supplying pre-equipped snapshot templates for numerous sectors from realty to ecommerce. By rapidly onboarding new clients while helping them satisfy their business goals, these industry-specific snapshot templates make onboarding clients faster than ever and supplying them with extensive marketing systems quicker than ever.
Preserve brand uniformity
Hands-on setups may leave incongruities that endanger brand name uniformity, while snapshots permit you to replicate an account arrangement throughout numerous brand-new accounts without manually recreating all setups for each one. This helps deploy completely set up client accounts quickly and accurately while conserving addons such as triggers or e-mail templates in snapshots make keeping regular processes throughout your client base much simpler.
Snapshots can be a vital asset to companies managing numerous accounts all at once. By setting up the suitable account structure once and saving it as a snapshot for use later on with new clients, snapshots assist firms reduce onboarding times by approximately half much faster. A 2025 research study demonstrates how snapshots help speed the onboarding procedure dramatically.
To produce a Snapshot, browse to your Firm Control panel and pick the sub-account you wish to capture. From there, select what components must be consisted of (funnels, schedules, workflows, website templates, customized worths and more) prior to providing it a name and clicking “Save”.
Once your snapshot is ready to utilize, browse to the Account Manager of the account or sub-account in which it requires to be used and choose it there (either at one time or part by component).
As a GoHighLevel reseller or marketing agency, using snapshots can substantially boost performance and make sure a more standard account setup process. By making it easier to replicate campaigns, funnels and automation plans promptly, snapshots help scale faster while increasing income streams.
Applying and using snapshots has many advantages that are important to company success:.
Eliminate recurring arrangement jobs
Snapshots make it straightforward and efficient to duplicate and reuse existing funnels, automations and setups that have shown themselves beneficial to various other clients – conserving you time, helping with much faster client onboarding times and creating a more efficient working environment by eliminating the requirement to change the wheel each time a new client gets here.
Snapshots make sharing setups and campaigns with others within your company simpler than ever before, whether via one-time web link sent out by means of email to team members or completely shared via account gain access to. Moreover, snapshots likewise permit you to restrict their import right into particular subaccounts if wanted.
Start by logging right into your HighLevel agency view and browsing to the “Account Snapshots” area. Below, you can produce a snapshot by clicking the environment-friendly “Create New Snapshot” button, entering a name for it, choosing its resource account( s) and picking how it will be replicated; be sure to select something descriptive yet easy-to-recall so it will enter into your profile of details with time.
Personalize the settings for the snapshot by selecting choices that best fulfill the requirements of your client, for example if they are property customers you might desire to include:
Lastly, you can customize customized areas to gather information that’s one-of-a-kind to each client. When satisfied with the result, merely push the “Save” switch to conserve modifications and apply them across all clients.
As snapshots are an indispensable tool for the success of GoHighLevel customers, making them vital for marketing agencies and SaaS resellers alike. If you have not utilized them already, give it a try and see exactly how it can streamline workflows while creating much more impressive results for customers.